What Is WorkflowMax?

A single platform for all your job management needs, used by 10000+ service businesses globally. See all your expenses in the job costing system and don't get stung with nasty bills. Instantly know how costs and invoices are stacking up in the job order costing system. See your estimated costs broken down into individual tasks. Measure actual costs as they come in, to see if your staff are quoting accurately. Get full visibility and view job profitability at a glance. Try it now for free!

Who Uses WorkflowMax?

WorkflowMax provides a cloud-based business solution for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

WorkflowMax Details

Xero

Founded in 2006

WorkflowMax Details

Xero

Founded in 2006

WorkflowMax videos and images

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Compare WorkflowMax pricing with similar products

Starting price

USD 15.00/month
USD 700.00/year
USD 10.00/month
USD 65.00/month

Free Version

Free Version No
Free Version No
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial No
Free Trial Yes
Free Trial Yes

WorkflowMax deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of WorkflowMax

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customizable Reports
  • Customizable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Billing and Invoicing Software

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Contact Management
  • Customer Database
  • Customisable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Marketing Automation
  • Order Management
  • Performance Metrics
  • Point of Sale (POS)
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Scheduling
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Workflow Management

View full list of Business Management Software

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  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
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  • Contract/License Management
  • Customer Database
  • Customer History
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dispatch Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Estimating
  • File Storage
  • GPS
  • Historical Reporting
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Online Time Clock
  • Payment Collection in the Field
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Service History
  • Status Tracking
  • Task Scheduling
  • Third Party Integrations
  • Work Order Management
  • Workflow Management

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  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
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  • Campaign Analytics
  • Campaign Management
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  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Billing & Invoicing
  • Budget Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Document Management
  • Document Storage
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Traditional Methodologies
  • Workflow Management

View full list of Project Management Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Cataloguing/Categorisation
  • Client Portal
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer History
  • Customisable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Inventory Management
  • Invoice Management
  • Order Management
  • Price / Margin Management
  • Pricing Management
  • Product Catalog
  • Product Configurator
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

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  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Workflow
  • Attendance Tracking
  • Automated Scheduling
  • Availability Management
  • Booking Management
  • Calendar Management
  • Calendar Sync
  • Class Scheduling
  • Compliance Management
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Facility Scheduling
  • Group Scheduling
  • Mobile Access
  • Mobile Alerts
  • Multi-Language
  • Multi-Location
  • Online Booking
  • Real Time Notifications
  • Real-time Scheduling
  • Real-time Updates
  • Recurring Appointments
  • Reminders
  • Reporting & Statistics
  • Rescheduling
  • Resource Scheduling
  • Room Booking
  • SMS Messaging
  • Self Service Portal
  • Task Scheduling
  • Third Party Integrations
  • Timesheet Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Create Subtasks
  • Deadline Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email-to-Task Conversion
  • File Management
  • Gamification
  • Gantt/Timeline View
  • Import Tasks
  • Mobile Access
  • Parent Task
  • Percent-Complete Tracking
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Spreadsheet View
  • Status Tracking
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Workflow Management

View full list of Task Management Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Attendance Tracking
  • Billable Items Tracking
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Calendar Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Employee Management
  • Estimating
  • Expense Tracking
  • Invoice Management
  • Leave Tracking
  • Mobile App
  • Multi-Currency
  • Payroll Management
  • Progress Tracking
  • Project Time Tracking
  • Project Tracking
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Allocation & Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Vacation/Leave Tracking
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View full list of Time and Expense Software

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Reviews of WorkflowMax

Read all 112 reviews

Average score

Overall
4.3
Ease of Use
4
Customer Service
4
Features
3.8
Value for Money
4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
David M.
David M.
Director in
Verified LinkedIn User
2-10 Employees
Used the Software for: Not provided
Reviewer Source
Source: GetApp

It does what it says on the tin. Work-Flow-MAX

5 7 years ago

Comments: I am the director of Right Brain Insights, and CFO for a company called T3 Group – T3 Facility Services Pty Ltd. I help SMEs use data to clarify their strategic direction and boost their business performance. In the case of T3 Group, that’s what we’ve been able to do with WorkflowMax. Eleven months ago, the only thing that could be vaguely understood was total sales to a client. However, in order to understand the cost base and truly drive profit, and link it back to our goals, we needed to be able to break down jobs, and their cost, as well as give the guys one site and the guys in the office something that could allow them to be far more efficient and far more effective at what they needed to do. We looked at WorkflowMax, GeoOp and Connect2Field. WorkflowMax is just a standout, across these in terms of its reporting, its connection with Xero, and its detail. We needed to have really good insights over our cash flow going forward. We use WorkflowMax to strip out a pipeline, so we can see cashflow into the future based on job activity. Our target used to be $50,000 a month, it’s now $325,000 minimum and rising. We would not have been able to hit that growth without WorkflowMax. There used to be a fairly substantial lag in invoicing. It used to be around a 14-day delay from the end of a job to actually invoicing it. That’s come down to basically 24, at most 48 hours. We pretty much invoice as soon as the job’s finished. That’s been a really, really tight process and something that’s really cool when you link WorkflowMax to Xero. In January our accounts receivable days was roughly 65 and our accounts payable was roughly 40. We’ve now switched that where our accounts receivable, on average, is about 45 days and our payable is about 48. So being able to switch that and stay on top of it has had a really, really powerful impact. We’re just becoming more organised. So we are doing things far more efficiently. We are, through a system like this, becoming more account

Pros:

- Customised reporting & data fields - Real-time tracking - Xero connection - Pricing (so much cheaper than GeoOp & Connect 2 Field at the time we researched) - Backed by Xero

Cons:

- Dashboard design. Could be cleaner, maybe customisable - Not life or death, but stronger connection on the cost side. i.e. 'spend money' type transactions linking to Xero.

Uwais A.
Senior Financial Consultant in South Africa
Accounting, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

WorkFlowMax review

4 3 years ago

Comments: Reasonably happy with the experiences

Pros:

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

Cons:

Planning for longer than a month is tricky if you only link jobs to projects that have been approved.

Verified Reviewer
Managing Director in Australia
Verified LinkedIn User
Mechanical or Industrial Engineering, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: GetApp

Dont use if quoting is important

2 4 years ago

Pros:

It's OK for tracking jobs once the quote is accepted, and links with Xero quite well. If you have a simple business it'll probably be OK

Cons:

Despite repeated requests, WFM is not interested in improving this side of the product. WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality. While you can add profiles, and append them to orders it insists on blending all the profiles in together, making itemising a messy, manual process. The cost is OK, again if you have a simple business. Don't try to imagine that these costs are anything like inventory. It is basically a free text field. Tasks can't be combined with costs, so you can't organize complex jobs at the quote stage. I believe you can do more in jobs, but this is handling the data twice. I am searching for an alternative and will be gone as soon as possible. The biggest thing keeping me using it is that I spend 40+ hours doing 20 hours worth of quoting and run out of time to search!

Maree M.
Maree M.
Verified LinkedIn User
Accounting
Used the Software for: 1+ year
Reviewer Source
Source: GetApp

Value for Money Time and Project Management System

5 6 years ago

Comments: As Certified Implementation Partners, we have implemented and trained WorkflowMax for over sixty clients in the UK. Industries have included Creative Agencies, Architects & Engineers, Ecologists, Training Companies and General Consultancy firms.

Pros:

WorkflowMax is highly flexible and every client will tend to use it slightly differently. Some of the key things our clients like about WorkflowMax 1. Easy time entry - Especially the weekly time grid where you can then easily track who has/hasn't submitted time if using the 'Submit Time'sheet' feature. 2. The ability to develop attractive quotes and proposals. 3. Being able to pull processes and systems together in a centralised location. Often clients are holding project information in lots of different locations/spreadsheets around the office. 4. Huge flexibility through the custom reporting and being able to quickly see Project Profitability. 5. 'Talks' nicely to Xero your Accounting Software, sending through invoices and supplier invoices. 6. Great Value for Money when taking into account the breadth of features.

Cons:

1. Capacity Planning. There is a Staff Availability grid, but time must be clearly allocated to staff and tasks for this to provide meaningful and accurate information. 2. Expenses Tracking. There are various options for Expense Tracking such as bulk purchase orders, but could be clearer and easier to use.

Daniel M.
Daniel M.
Verified LinkedIn User
Construction
Used the Software for: Not provided
Reviewer Source
Source: GetApp

WorkflowMax is very user-friendly

5 7 years ago

Comments: I am the Director of Melbourne-based commercial fit-out and property maintenance company, Symmetry Commercial. After migrating from MYOB to Xero, we were looking for a work scheduling and quotation software, and that’s when we discovered WorkflowMax. For us, the beauty of WorkflowMax has been creating a really tight process around purchasing and sending online purchase orders. Typically, paperwork goes missing, emails go missing. But now it’s so much easier; we can just log on and see all the information in one place. If we need to re-submit a quote or a purchase order, it’s all there. The biggest thing for us is the quotation side of things. What’s terrific is that this information then feeds directly through to Xero to create an invoice, which cuts down on invoicing time. Functionality was a focus for us; we didn’t want something that was going to be too difficult to use. But WorkflowMax is very user-friendly; we’ve had new people start here and it’s been really easy for them to pick up. WorkflowMax has been great for us in the sense that it has got so much scope. We were looking for something that could grow with us; as the company grows we can actually expand our use of the system. WorkflowMax is only going to get better for service-based industries because they are specialist to that particular type of software. When our business goes to that next level, and we have got more people out there doing project estimating, then I know there are those functionalities within WorkflowMax, and it’s something that we’re excited to explore.

Pros:

- Inexpensive - Programmers are constantly improving WFM - Seamless compatibility with Xero - Easy to use and intuitive. Easy to train new comers on.

Cons:

- Would prefer if it was a bit more Building/ Construction industry centric